Real people giving real,
personal financial advice.

Plan Money is a small team of award winning independent financial advisers who offer a personal, single point of contact for all financial planning matters, backed up with a strong team support ethic.

How do you want us to work for you?

There are a number of ways in which we can help you with your financial planning. We can Plan with Advice which is a comprehensive, holistic financial analysis and reporting service. Or you may only want us to review and advise in just one or two areas. Alternatively you can arrange transactions without advice via our Plan Direct service.

However you want to engage with us, either with or without advice, we aim to provide options which enable you to do business on your terms.

Plan with
Advice

Understand the value of truly independent personal advice.

Plan Direct

You can also make decisions for yourself and transact online.

Plan with Advice

In our experience, people prefer to have a personal and long-standing relationship with the people they are receiving advice from and this is particularly pertinent when taking financial advice.

Your adviser will act as a ‘financial project manager’ and will oversee all aspects of your financial planning requirements. They will either address each component of your planning themselves or, whenever appropriate to do so, they will involve a colleague with specialist knowledge in a particular area, or they will engage the services of a trusted external specialist with whom we have decided to partner.

Our aim is always to look at your individual situation on its own unique merits. We will discuss your situation with you one-to-one. We will take ownership of the planning requirements and formulate a plan that takes into consideration your overall objectives, both immediate and long-term, and doesn’t just concentrate on the individual elements.

Our costs are always transparent, whether we are remunerated via fees, commission or a combination of both. That way, you can be sure who we’re working for - you. And you’ll always be able to turn to us for sound, unbiased financial advice at any time.

Find out more>>

Plan Direct

You may feel there are times when you do not need to take advice from us, choosing instead to consider and compare simple options and products online before making your own decisions.

Plan Money have decided to partner with a service which not only offers great value, but also compares the features included. You are able to compare not only the premium, but also what the policy covers.

Find out more>>

Later Years Planning

Much of this planning is irreversible so needs to be right first time. Find out more »


Investment advice

Put your investment needs
into context, now and in the
future. Find out more »


Retirement advice

Work towards what you need,
not what you have to do
without. Find out more »


Award-winning advice


FT Adviser Online Service Award - Small Adviser Firm of the Year 2013


Protection advice

Find cover you really need to
protect yourself and your family.
Find out more »


Business advice

Understand the importance of security for your business.
Find out more »


Mortgage advice

Get ongoing support whatever
your changing borrowing
needs. Find out more »


Media Centre

Your all in one source for Plan Money articles, blogs and tweets. Go to Media Centre »

Studiotalk.tv

Video of Peter Chadborn being interviewed on ideas for basic household financial planning.

Video of Peter Chadborn being interviewed on ideas for basic household financial planning.
Click here

LV State of Retirement

Peter Chadborn being interviewed by the BBC about retirement planning in association with LV’s State of Retirement Report

Peter Chadborn being interviewed by the BBC about retirement planning in association with LV’s State of Retirement Report
Click here

The impact of inflation on investments

A brief explanation from Peter Chadborn of why inflation must not be overlooked with long-term investments

A brief explanation from Peter Chadborn of why inflation must not be overlooked with long-term investments
Click here

Aegon’s retirement report

Peter Chadborn talks to the BBC about retirement planning in association with AEGON's Retirement Report

Peter Chadborn talks to the BBC about retirement planning in association with AEGON's Retirement Report.
Click here

M&S Money webchat

Peter Chadborn was invited to contribute to guidance on family finances with M&S Money.
Click here

Mastek review

Mastek RDR: Peter Chadborn on why compliance on its own is not enough.
Click here

Protection advice

Peter Chadborn discusses how
you can cut the cost of cover and
still remain protected.
View the video